+186.2%
BP vs NDAQ
+2,327.9%
-2,141.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +1.0% |
| 7D | +3.9% | -2.4% | +6.4% | +4.5% |
| 30D | +7.6% | +2.5% | +5.2% | +6.9% |
| 3M | +0.7% | +9.9% | -9.2% | -2.0% |
| 6M | +15.5% | +9.4% | +6.1% | +12.3% |
| YTD | +30.8% | +0.4% | +30.4% | +29.4% |
| 1Y | +34.3% | +4.0% | +30.3% | +31.4% |
| 3Y | +35.1% | +94.4% | -59.3% | +12.2% |
| 5Y | +126.8% | +56.7% | +70.1% | +96.4% |
| 10Y | +123.4% | +375.3% | -251.9% | +47.0% |
| All | +186.2% | +2,327.9% | -2,141.7% | +65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NDAQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling